Clean Yield Group
- SEC CIK
- 0001525865
- 最新申報
- 2026/8/5
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/10/31 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 466
- 較 2022 年第 2 季 +46
- 總值
- $2.13 億
- 較 2022 年第 2 季 −$2,762 萬 (−11.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SBACSba Communications Corp | CL A | 51 | $1.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LVWRLiveWire Group, Inc. | COM | 2,100 | $1.50 萬 | <0.1% | +2,100 | 新進 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 252 | $1.40 萬 | <0.1% | 00.0% | 不變 | – |
| AONAon plc | CL A | 51 | $1.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ETSYEtsy Inc | COM | 138 | $1.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AQUAEvoqua Water Technologies Corp. | COM | 425 | $1.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BBYBest Buy Co Inc | Stock | 200 | $1.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NVGNuveen AMT-Free Municipal Credit Income Fund | CEF | 1,072 | $1.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 80 | $1.30 萬 | <0.1% | +13+19.4% | 加碼 | 歷史 |
| iShares Tr46434V464 | LOW CA OP MS ETF | 100 | $1.30 萬 | <0.1% | 00.0% | 不變 | – |
| BYNDBeyond Meat, Inc. | COM | 930 | $1.30 萬 | <0.1% | +500+116.3% | 加碼 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 200 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ESEversource Energy | Stock | 155 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| STTState Street Corp | COM | 200 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NYTNew York Times Co | CL A | 414 | $1.20 萬 | <0.1% | +40+10.7% | 加碼 | 歷史 |
| RSGRepublic Services, Inc. | COM | 90 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TFCTruist Financial Corp | COM | 280 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 240 | $1.10 萬 | <0.1% | 00.0% | 不變 | – |
| AMDAdvanced Micro Devices Inc | Stock | 175 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 153 | $1.10 萬 | <0.1% | +1+0.7% | 加碼 | – |
| BACBank of America Corp | Stock | 379 | $1.10 萬 | <0.1% | −175−31.6% | 減碼 | 歷史 |
| DASHDoorDash, Inc. | Stock | 225 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 96 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LULUlululemon athletica inc. | Stock | 36 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ORAOrmat Technologies, Inc. | COM | 118 | $1.00 萬 | <0.1% | −32−21.3% | 減碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 54 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UNBUnion Bankshares Inc | COM | 450 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PLUGPlug Power Inc | Stock | 450 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 100 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| OMCOmnicom Group Inc. | COM | 136 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| CGCCanopy Growth Corp | COM | 3,300 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| TLRYTilray Brands, Inc. | COM CL 2 | 3,400 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 113 | $8,000 | <0.1% | +55+94.8% | 加碼 | 歷史 |
| ARK Next Generation Technology ETF00214Q401 | ETF | 175 | $8,000 | <0.1% | 00.0% | 不變 | – |
| SHOPShopify Inc. | Stock | 300 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| ZMZoom Communications, Inc. | Stock | 115 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| OKEONEOK Inc | COM | 155 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| ALKAlaska Air Group, Inc. | COM | 200 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| BPBP PLC | ADR | 250 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
| PGRProgressive Corp | Stock | 58 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
| ARMKAramark | COM | 221 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 46 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
| IRWDIronwood Pharmaceuticals Inc | COM CL A | 702 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
| MASIMasimo Corp | COM | 49 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 32 | $6,000 | <0.1% | 00.0% | 不變 | – |
| FISFidelity National Information Services, Inc. | Stock | 75 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| VNTVontier Corp | Stock | 385 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| VTRSViatris Inc | Stock | 702 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| QRVOQorvo, Inc. | Stock | 70 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| CCChemours Co | Stock | 249 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| ALLYAlly Financial Inc. | Stock | 200 | $6,000 | <0.1% | +200 | 新進 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 8 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 40 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| COFCapital One Financial Corp | Stock | 53 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| ELSEquity Lifestyle Properties Inc | COM | 72 | $5,000 | <0.1% | +72 | 新進 | 歷史 |
| MWAMueller Water Products, Inc. | COM SER A | 500 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| AAPAdvance Auto Parts Inc | COM | 35 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| TEAMAtlassian Corp | CL A | 25 | $5,000 | <0.1% | +25 | 新進 | 歷史 |
| AMHAmerican Homes 4 Rent | CL A | 139 | $5,000 | <0.1% | +139 | 新進 | 歷史 |
| HASHasbro, Inc. | COM | 74 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 27 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| AMNAmn Healthcare Services Inc | COM | 50 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| MFVMFS Special Value Trust | SH BEN INT | 1,325 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| WELLWelltower Inc. | REIT | 63 | $4,000 | <0.1% | +63 | 新進 | 歷史 |
| RIVNRivian Automotive, Inc. | Stock | 110 | $4,000 | <0.1% | +110 | 新進 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 17 | $4,000 | <0.1% | +17 | 新進 | 歷史 |
| FISVFiserv Inc | Stock | 45 | $4,000 | <0.1% | +45 | 新進 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 12 | $4,000 | <0.1% | 00.0% | 不變 | – |
| CHTRCharter Communications, Inc. | CL A | 14 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| FRFirst Industrial Realty Trust Inc | COM | 88 | $4,000 | <0.1% | +88 | 新進 | 歷史 |
| AMEAmetek Inc | COM | 34 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| Tidal Trust I886364876 | ADASINA SOCIAL | 320 | $4,000 | <0.1% | 00.0% | 不變 | – |
| DREDuke Realty Corp | COM NEW | 81 | $4,000 | <0.1% | +81 | 新進 | 歷史 |
| CLBCore Laboratories Inc. | COM | 262 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| BABoeing Co | Stock | 26 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| SNOWSnowflake Inc. | Stock | 20 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| ECLEcolab Inc. | Stock | 23 | $3,000 | <0.1% | +23 | 新進 | 歷史 |
| CCICrown Castle Inc. | REIT | 20 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 50 | $3,000 | <0.1% | −500−90.9% | 減碼 | 歷史 |
| XYZBlock, Inc. | CL A | 60 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 40 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| PWRQuanta Services, Inc. | COM | 24 | $3,000 | <0.1% | +24 | 新進 | 歷史 |
| CMECME Group Inc. | COM | 17 | $3,000 | <0.1% | +17 | 新進 | 歷史 |
| DECKDeckers Outdoor Corp | COM | 9 | $3,000 | <0.1% | +9 | 新進 | 歷史 |
| WDAYWorkday, Inc. | CL A | 18 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| BRXBrixmor Property Group Inc. | COM | 145 | $3,000 | <0.1% | +145 | 新進 | 歷史 |
| JLLJones Lang Lasalle Inc | COM | 18 | $3,000 | <0.1% | +18 | 新進 | 歷史 |
| CRTOCriteo S.A. | SPONS ADS | 100 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| STNEStoneCo Ltd. | COM | 330 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| BF.ABrown Forman Corp | CL A | 45 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| APTVAptiv PLC | SHS | 43 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 7 | $2,000 | <0.1% | +7 | 新進 | 歷史 |
| GENGen Digital Inc. | Stock | 100 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| BF.BBrown Forman Corp | Stock | 25 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| LAMRLamar Advertising Co | REIT | 24 | $2,000 | <0.1% | +24 | 新進 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 20 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 50 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 1 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| MCOMoodys Corp | Stock | 10 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| LWLamb Weston Holdings, Inc. | Stock | 31 | $2,000 | <0.1% | +31 | 新進 | 歷史 |
選擇權（2 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | $224.9 萬 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | $53.5 萬 | – |
2022 年第 2 季之後清倉（28 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| GSKGSK plc | SPONSORED ADR | 208,708 | $908.5 萬 | 3.8% | 歷史 |
| Healthcare Realty Trust Inc42225P501 | CL A NEW | 152,607 | $425.9 萬 | 1.8% | – |
| CDECoeur Mining, Inc. | COM NEW | 43,500 | $13.2 萬 | 0.1% | 歷史 |
| AEA-Bridges Impact Corp.G01046104 | SHS CL A | 12,000 | $11.9 萬 | <0.1% | – |
| ACCAmerican Campus Communities Inc | COM | 1,500 | $9.70 萬 | <0.1% | 歷史 |
| NEMNEWMONT Corp | Stock | 1,000 | $6.00 萬 | <0.1% | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 870 | $3.60 萬 | <0.1% | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 555 | $3.30 萬 | <0.1% | – |
| PAASPan American Silver Corp | Stock | 1,700 | $3.30 萬 | <0.1% | 歷史 |
| BALLBALL Corp | COM | 440 | $3.00 萬 | <0.1% | 歷史 |
| NPVNuveen Virginia Quality Municipal Income Fund | COM | 2,150 | $2.70 萬 | <0.1% | 歷史 |
| BLKBlackRock, Inc. | COM | 40 | $2.40 萬 | <0.1% | 歷史 |
| CDKCDK Global, Inc. | COM | 257 | $1.40 萬 | <0.1% | 歷史 |
| TSNTyson Foods, Inc. | Stock | 155 | $1.30 萬 | <0.1% | 歷史 |
| KEYKeycorp | COM | 729 | $1.30 萬 | <0.1% | 歷史 |
| BRCNFBurcon NutraScience Corp | COM | 30,600 | $1.20 萬 | <0.1% | 歷史 |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 233 | $1.10 萬 | <0.1% | – |
| First Trust Cloud Computing ETF33734X192 | ETF | 101 | $7,000 | <0.1% | – |
| OPKOpko Health, Inc. | COM | 2,500 | $6,000 | <0.1% | 歷史 |
| VanEck ETF Trust92189F502 | LOW CARBN ENERGY | 41 | $5,000 | <0.1% | – |
| TEAMAtlassian Corp | CL A | 25 | $5,000 | <0.1% | 歷史 |
| PENGPenguin Solutions, Inc. | SHS | 324 | $5,000 | <0.1% | 歷史 |
| DFSDiscover Financial Services | COM | 40 | $4,000 | <0.1% | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 14 | $3,000 | <0.1% | 歷史 |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 60 | $2,000 | <0.1% | – |
| SCOProShares Trust II | ULSHT BLOOMB OIL | 100 | $2,000 | <0.1% | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 29 | $1,000 | <0.1% | – |
| AEA-Bridges Impact Corp.G01046120 | UNIT 99/99/9999 | 100 | $1,000 | <0.1% | – |